Jacobs Levy Equity Management
MNRK

Jacobs Levy Equity Management’s MONARCH FINANCIAL HOLDINGS INC COM STK MNRK Stock Holding History

Jacobs Levy Equity Management’s Portfolio MNRK Stock Details MNRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-18,038
Closed -$206K – 929
2015
Q2 		$206K Sell
18,038
-1,595
-8% -$18K ﹤0.01% 721
2015
Q1 		$223K Buy
+19,633
New +$226K ﹤0.01% 686

Other funds holding MNRK

MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MFIMFI
Mesirow Financial Investment Management - Fixed Income Chicago, Illinois $98.4M AUM 13.93% 1-Year Est. Return

Jacobs Levy Equity Management's MNRK Position: Q3 2015 in Review

Jacobs Levy Equity Management sold out of MONARCH FINANCIAL HOLDINGS INC COM STK (MNRK) in Q3 2015, closing a stake of 18,038 shares — an estimated $206K sold.

Jacobs Levy Equity Management first reported a position in MNRK in Q1 2015 and held it in 2 quarters. The position peaked at $223K in Q1 2015. 40 funds tracked by Wall St. Rank hold MNRK as of Q3 2015.

  • Jacobs Levy Equity Management reported no remaining MONARCH FINANCIAL HOLDINGS INC COM STK position as of Q3 2015 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 18,038 MONARCH FINANCIAL HOLDINGS INC COM STK shares in Q3 2015, an estimated $206K.
  • Jacobs Levy Equity Management first reported a position in MONARCH FINANCIAL HOLDINGS INC COM STK in Q1 2015 and held it in 2 quarters.
  • Jacobs Levy Equity Management's MONARCH FINANCIAL HOLDINGS INC COM STK position peaked at $223K in Q1 2015.
  • 40 funds tracked by Wall St. Rank held MONARCH FINANCIAL HOLDINGS INC COM STK as of Q3 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2015, filed 16 Nov 2015.